Latest Institutional Transactions on First Trust Nasdaq Technology (TDIV)
This table provides information on the latest institutional transactions involving First Trust Nasdaq Technology (TDIV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-5.58K- 25.58% |
$409K - $468K
|
16.2K
$1.47M
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-255- 1.12% |
$18.7K - $21.4K
|
22.6K
$2.04M
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-153- 1.01% |
$11.2K - $12.8K
|
15K
$1.36M
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-1.6K- 56.06% |
$117K - $134K
|
1.25K
$113K
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.82K+ 7.8% |
$207K - $237K
|
39K
$3.52M
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
39+ 8.44% |
$2.86K - $3.27K
|
501
$45.2K
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
6+ 0.96% |
$440 - $504
|
631
$57K
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-286- 1.43% |
$21K - $24K
|
19.7K
$1.78M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-47- 0.1% |
$3.45K - $3.95K
|
45.5K
$4.11M
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
66+ 1.69% |
$4.84K - $5.54K
|
3.97K
$358K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.69K+ 7.21% |
$564K - $646K
|
114K
$10.3M
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.1K+ 32.26% |
$154K - $177K
|
8.63K
$779K
|
|
Apr 30, 2025
Q1 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
9.88K+ 106.4% |
$725K - $829K
|
19.2K
$1.73M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-9.05K- 7.85% |
$664K - $759K
|
106K
$9.59M
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
129+ 4.07% |
$9.47K - $10.8K
|
3.3K
$298K
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.11K+ 15.64% |
$81.3K - $93K
|
8.19K
$740K
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
29+ 0.7% |
$2.13K - $2.43K
|
4.17K
$377K
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.76K+ 46.71% |
$202K - $231K
|
8.66K
$781K
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
9.92K+ 26.13% |
$728K - $833K
|
47.9K
$4.32M
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-255- 4.01% |
$18.7K - $21.4K
|
6.11K
$551K
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-189- 1.48% |
$13.9K - $15.9K
|
12.6K
$1.14M
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3+ 1.95% |
$220 - $252
|
157
$14.2K
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.54K+ 9.49% |
$260K - $297K
|
40.9K
$3.69M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
39.3K+ 6.72% |
$2.89M - $3.3M
|
625K
$56.4M
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
9.24KNew |
$678K - $775K
|
9.24K
$834K
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.44K- 12.02% |
$179K - $205K
|
17.9K
$1.61M
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
625+ 20.25% |
$45.9K - $52.5K
|
3.71K
$335K
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-573- 3.64% |
$42.1K - $48.1K
|
15.2K
$1.37M
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
500New |
$36.7K - $42K
|
500
$45.1K
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
226+ 9.9% |
$16.6K - $19K
|
2.51K
$226K
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-149- 1.48% |
$10.9K - $12.5K
|
9.91K
$894K
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.49K+ 3.61% |
$110K - $125K
|
42.9K
$3.87M
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.8KNew |
$132K - $151K
|
1.8K
$163K
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-12.3K- 5.56% |
$901K - $1.03M
|
208K
$18.8M
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
397+ 9.24% |
$29.1K - $33.3K
|
4.69K
$424K
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
873+ 19.73% |
$64.1K - $73.3K
|
5.3K
$478K
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.9K- 32.68% |
$213K - $243K
|
5.97K
$539K
|
|
Apr 25, 2025
Q1 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-198- 4.3% |
$14.5K - $16.6K
|
4.41K
$398K
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
131+ 2.13% |
$9.61K - $11K
|
6.29K
$568K
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
159+ 4.11% |
$11.7K - $13.3K
|
4.03K
$363K
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-575- 3.04% |
$42.2K - $48.3K
|
18.3K
$1.66M
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1+ 0.03% |
$73.4 - $84
|
3.46K
$312K
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-67.5K- 95.84% |
$4.95M - $5.66M
|
2.93K
$265K
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.38K- 11.55% |
$101K - $115K
|
10.5K
$951K
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-32- 10.6% |
$2.35K - $2.69K
|
270
$24.4K
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-15.7K- 50.0% |
$1.15M - $1.32M
|
15.7K
$1.42M
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
7+ 0.12% |
$514 - $588
|
5.94K
$536K
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
54+ 1.89% |
$3.96K - $4.53K
|
2.91K
$263K
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
14+ 0.35% |
$1.03K - $1.18K
|
4.05K
$366K
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
7.1K+ 177.56% |
$521K - $596K
|
11.1K
$1M
|